Re: Need help with month to date formula

I realize now that this is all "Per Client".

One client has many daily transaction records. 
We have a bit of an obstacle in that this process will run after midnight so I would make a flag on the daily transaction records to calculate to true of the record is to be included in the nightly summary. The reason is that on the first of he month at midnight, you still need to get the totals for the MTD for the previous month.   ​

So  now the Client record knows the MTD totals up until last night.  Look that up into the daily transactions table.

Make a new field in Daily Transactions to called  [MTD Frozen]
Set up a saved table to table copy to merge the daily transaction records into themselves based on Record ID# and filer where the date is the today (or maybe yesterday - I'm not sure the timing of when these records get created).  Then map the MTD into the [MTD Frozen]

Set up a daily Automation to  run  the save table to table import.

I think that will work but the tricky part is you have to be very careful of how do you summarize the transactions because the automation will run shortly after midnight. And of course we only want to update the most recent daily transaction records.